Tortuga Wealth Management
VZ icon

Tortuga Wealth Management’s Verizon VZ Stock Holding History

Tortuga Wealth Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.67M Buy
36,303
+579
+2% +$27.2K 1.18% 14
2026
Q2 		$1.51M Sell
35,724
-148
-0.4% -$6.94K 1.15% 19
2026
Q1 		$1.8M Buy
35,872
+148
+0.4% +$6.86K 1.68% 13
2025
Q4 		$1.46M Buy
+35,724
New +$1.45M 1.53% 15

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tortuga Wealth Management's VZ Position: Q3 2026 in Review

Tortuga Wealth Management increased its Verizon (VZ) stake by 1.6% in Q3 2026, buying an estimated $27.2K and bringing the position to 36,303 shares worth $1.67M. The position accounts for 1.18% of the portfolio, ranked #14.

Tortuga Wealth Management first reported a position in VZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.8M in Q1 2026. 1,433 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Tortuga Wealth Management held 36,303 shares of Verizon worth $1.67M as of Q3 2026.
  • Tortuga Wealth Management bought 579 Verizon shares in Q3 2026, an estimated $27.2K.
  • Verizon made up 1.18% of Tortuga Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Tortuga Wealth Management first reported a position in Verizon in Q4 2025 and has held it in 4 quarters since.
  • Tortuga Wealth Management's Verizon position peaked at $1.8M in Q1 2026.
  • 1,433 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.